What is a pipeline? Stages, Kanban vs List view explained
A pipeline is the visual board at the heart of Teamopipe. It organises your deals into columns called stages — so you always know where every opportunity sits. You can have as many pipelines as you need, each with its own stages and fields, in Gmail or in the Teamopipe web app.
What is a pipeline?
Think of a pipeline as a whiteboard with columns — except it lives inside Gmail and every card on it is a deal you're working. As a deal progresses, you drag it left to right through the stages. You can run multiple pipelines in parallel: a consultant might have a Sales pipeline for new client work and a separate Onboarding pipeline for clients getting started — each with completely different stages and fields. There's no limit to the number of pipelines on either plan.
What are stages?
Stages are the columns — the steps in your process. Every deal belongs to exactly one stage at a time. A typical sales pipeline: Lead → Contacted → Proposal → Negotiating → Closed. These are just examples; your stages should match your actual process, and you can rename, add, remove, and reorder them any time in Settings → Pipelines (or via the three-dot menu → Configure pipeline on any pipeline page).
Tip: Assign a colour to each stage. It makes the board easier to scan and also colours the deal labels in your Gmail inbox — deal status visible without opening Teamopipe. Note that deleting a stage does not delete the deals in it; move them to another stage first.
Kanban view (board)
Opening a pipeline lands you on the Kanban board. Each stage is a column; each deal is a card showing name, assignee, linked contact, deal value, due date, and tags, with a deal count in each column header. Kanban is best for the visual overview, dragging deals between stages, and the daily pipeline review — scan, drag, move on. Click any card to open the full deal detail view.
List view (spreadsheet)
List view shows the same pipeline as a table — every deal a row, every field a column, editable inline. Switch via the table icon in the top-right of any open pipeline. It's best for bulk edits (stage, assignee, value) without opening each card, creating tasks across multiple deals, moving deals between pipelines, and reviewing data in a dense format. The arrow icon at the start of each row opens the linked email thread.
Kanban vs List — which to use when
Both views show the same data — switching never changes your deals. Most users settle into a rhythm: Kanban as the default for daily pipeline work, List view for end-of-week cleanup and bulk updates.
Filtering and exporting
In both views, click Filter to narrow deals by any field — assignee, tag, stage, status, custom field value — and Sort to order them (see how to filter, sort and search deals). To export a pipeline, click the three-dot menu → Export.
If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.